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Operations Manager - Placerville Job at Sierra Central Credit Union

Sierra Central Credit Union Placerville, CA 95667

Summary: Supervises, coordinates, and schedules activities of branch employees. Monitors work for adherence to established policies, procedures and regulatory compliance. Anticipates the need to take action and adjusts accordingly to provide a consistent level of outstanding member service. As staffing levels dictate, Operations Managers will perform all operational and platform duties, including accepting and processing loan applications, compiling loan packages, opening new accounts, and handling member transactions, inquiries and complaints. The Operations Manager is responsible to work with Branch Vice President to ensure their branch consistently meets or exceeds the assigned production goals. Branch Operations Managers must actively engage all staff in meeting assigned goals and must ensure all branch staff adheres to the Sales Audit Program. Operations Managers are required to achieve a Sales Audit rating of Meets Standards or better.

Qualifications:

  • High School diploma or equivalent. Five years credit union/financial institution experience with strong foundation in cash handling and branch processes preferred.
  • Highly knowledgeable about basic computer functions and programs.
  • Advanced knowledge of Office programs required. This multi-task position requires strong organizational and leadership skills.
  • Successful completion of required training courses: as specified in the Career Path Program and other classes relevant to the position as they becoming available.

Must meet acceptable job performance standards per Branch Career Path Program. Required training courses must be completed with 180-day introductory period if employee is not promoted from within.

Essential Functions:

  • Ability to write routine reports and correspondence and ability to speak effectively to members and employees.
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio and percent.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardised situations.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to perform advanced input/output functions on the credit union computer systems that relate to account and general ledger postings.
  • Must be able to travel to attend training classes and work at other branches as business needs dictate.
  • Must participate in activities as assigned by Branch Vice President to achieve branch sales goals. Includes telemarketing, in-branch promotions, cross-selling and up-selling.
  • Must meet or exceed individual assigned goals.
  • Must be able to perform the following functions: .
  • Continuous sitting and/or standing for up to 8 hours per day
  • Intermittent bending, squatting and walking.
  • Lifting up to 25 pounds.
  • Must work well under pressure, meeting multiple and sometimes conflicting deadlines.
  • Must at all times, demonstrate cooperative behavior with colleagues and supervisors.

Duties and Responsibilities:

  • Responsible for the overall operational integrity of the branch. Obtain level of knowledge and understanding of procedures/processes to supervise and coach others in all areas of branch operations.
  • Administer an ongoing cross-training process to provide back up for all branch functions.
  • Work within the assigned FTE allowance, develop schedules to adequately meet member service demands.
  • Directly supervise all branch employees other than the Branch Vice President. Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws.
  • Ensure that platform staff is trained in teller and back office duties and provide assistance in these areas as member service needs dictate. Assist and track branch employees progress through branch career path program.
  • Assist subordinates in locating and reconciling posting errors. Maintain records to verify posting and balancing accuracy.
  • Research and resolve member inquiries and/or complaints in a timely manner.
  • Responsible for daily processing and balancing of all negotiable items and machines; such as checks received, checks issued, cash drawers, and ATM machines.
  • Perform all regular operational and platform duties as needed to ensure members always receive quality member service . This includes, but is not limited to, members transactions normally conducted at a teller window, accepting and processing all types of loan applications, compiling loan packages, opening new accounts, and handling member transactions, inquiries and complaints.
  • Assign duties and examine work for exactness, neatness, and conformance to policies and procedures.
  • Study and standardize procedures to improve efficiency of subordinates.
  • Document and maintain on-going performance records. Provide ongoing performance feedback; including annual evaluations, recognition of positive performance, coaching sessions and disciplinary action as applicable.
  • Promote and maintain a positive and productive work environment. Resolve grievances promptly.
  • Responsible for branch cash limit adherence and maintaining branch cash supply to adequately meet member service demands. Assign cash and transaction limits for branch staff and monitor for adherence.
  • Provide on-going training to all branch employees in required practices and procedures, including hold-up and robbery, regulatory compliance (i.e. Regulation CC) and credit union philosophy.
  • Must actively participate in the branch sales effort, meeting or exceeding individual sales goals.
  • Must ensure that all inter-action with members and co-workers is polite, professional and respectful at all times.
  • Must be able to travel to other locations on short notice to fill-in where needed or as staffing needs dictate.
  • Must maintain current knowledge in all previously completed training classes and courses and must attend all new training as developed and implemented.
  • Successful completion of all required training courses during the 180 day Training Period.
  • Additional duties as assigned.

Job Type: Full-time

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Experience:

  • Banking: 5 years (Required)

Work Location: One location




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